2021 -2022 Officer, Licensed Associate, Citi Personal Wealth Management @
2021 -2021 WPC - Financial Advisor 401Ks @
2019 -2020 Banking Fraud Analyst III @
2017 -2018 ERS - Financial Advisor - IRAs @
2015 -2017 Licensed Service Rep and Full Trader @
Heather Brewer Education
Orange Park High School
High School Diploma
2003-2007
Ashford University
Bachelor of Arts - BA (Financial Services)
Heather Brewer Skills
Microsoft Office
Series 63
Banking
Investments
Team Training
Supervisory Skills
Series 7
Team Leadership
Written Communication
Employee Training
Customer Service
Teller Operations
Retail
Financial Services
Sales
Verbal Communication
Cash Handling
Negotiation
Oral Communication
Opening New Accounts
Record of Success
Professional Communication
Human Resources
Recruiting
Heather Brewer Summary
Heather Brewer, based in Jacksonville, FL, US, is currently a AVP- Wealth Management Resource Officer at Citi. Heather Brewer brings experience from previous roles at Citi, Fidelity Investments, CIT and Merrill Edge. Heather Brewer holds a 2003 - 2007 High School Diploma @ Orange Park High School. With a robust skill set that includes Microsoft Office, Series 63, Banking, Investments, Team Training and more. Heather Brewer has 3 emails and 1 mobile phone numbers on RocketReach.
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